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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,603 | $176,794+86.4% | $146,647+124.8% | $167,553+96.7% |
| Participation rate | 69.6% | 83.6%-14.1pp | 80.1%-10.5pp | 82.1%-12.5pp |
| Annual return | 15.99% | 24.04%-8.1pp | 22.75%-6.8pp | 478.89%-462.9pp |
| Employer contribution / active EE | $2,432 | $5,161-52.9% | $4,137-41.2% | $4,840-49.7% |
| Participant deferral / active EE | $2,953 | $6,440-54.1% | $5,506-46.4% | $6,343-53.4% |
| Admin fee / account holder | $15,688 | $13,262+18.3% | $10,281+52.6% | $12,316+27.4% |